Monday, July 25, 2011

GoldMine : Using To-Do's

A "To-Do" in GoldMine is a special kind of Calendar item. Typically used for
personal or "busy work" reminders, To-Do's are lightweight pending items
that track a Priority.

To create a To-Do, select Schedule | To-Do.

You'll notice that it looks a lot like other Pending Items, but has less
fields. You'll want to give your To-Do a Name, Priority, and some Notes. You
may choose to link the To-Do to the current contact record by checking the
"Link" checkbox at the bottom right-hand corner.

When you open your calendar, you'll see that your To-Do's appear in the Task
Pane (lower left hand side), alongside items that do not have a time
scheduled.

You can alternatively see your To-Do's by going to Go To | Activities and
selecting "To-Do's" from the Open Activities drop down on the left hand
side.

When completing your To-Do's, they become somewhat "normal" History entries,
and will appear everywhere History does.

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